Selective Wealth Management, Inc. CRM Holdings History
Selective Wealth Management, Inc.'s Salesforce Inc Holding Summary
As of 2025-03-31, Selective Wealth Management, Inc. held 23,263.00 shares of Salesforce Inc(CRM), totaling $5.93 Mil. This investment constitutes 2.58% of their stock portfolio, and Selective Wealth Management, Inc. now holds 0% of the outstanding Salesforce Inc(CRM) stock.
The initial trade took place in 2019Q3. And since then Selective Wealth Management, Inc. has made 8 purchases of CRM, at an average price of $227.07, for a total of 47,474.00 shares. In addition, there have been 12 sales at an average price of $206.18 for 24,211.00 shares. Based on historical transaction data and CRM's current price of $270.74, Selective Wealth Management, Inc.'s estimated gain on his CRM holdings is $510,268.56, reflecting a 4.73% gain to date.
Selective Wealth Management, Inc. CRM ($270.74) Holding Chart
Selective Wealth Management, Inc. CRM ($270.74) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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